Are you in the insurance industry, catering to travel needs? This Travel Insurance Questionnaire is tailor-made just for you.
Whether you're an insurance broker, an insurance company, or a travel agency offering insurance services, this form can simplify your client intake process.
Use it to collect all the necessary details required to provide your clients with the best travel insurance options. It's designed to help you work efficiently, saving both time and effort. Enjoy!
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Questions to include on your Travel insurance questionnaire
1. Broker Information
This section gathers basic details about the insurance broker for identification and contact purposes.
- What is your full name?
- What is your company name?
- What is your email address?
- What is your contact number?
2. Client Information
Questions in this section are designed to collect detailed information about the broker's client who needs the travel insurance.
- What is the client's full name?
- What is the client's date of birth?
- What is the client's nationality?
- What is the client's destination country?
3. Travel Details
This section collects data about the client's travel plans, which is essential for assessing insurance needs and risks.
- What is the departure date?
- What is the return date?
- Is this a single trip or a multi-trip? (Single Trip, Multi-Trip)
- Will the client be participating in any high-risk activities (e.g., skiing, scuba diving)? (Yes, No)
The question about high-risk activities is essential as it helps assess the risk involved and thus impacts the insurance premium calculations.
4. Health Information
Health-related questions are required to assess any pre-existing medical conditions that might affect the insurance coverage.
- Does the client have any pre-existing medical conditions? (Yes, No)
- If yes, please provide details.
By asking about pre-existing medical conditions, you can adjust the coverage policy accordingly, ensuring that the client's needs are fully met.
5. Coverage Preferences
These questions aim to understand the client's preferred coverage options to tailor the insurance policy accordingly.
- What type of coverage is the client seeking? (Medical expenses, Baggage loss, Trip cancellation, Others)
- What is the preferred deductible amount?
The question about the preferred deductible amount is important because it directly affects the premium and the out-of-pocket cost for the client in case of a claim.
Things to consider
- Clarity of Questions - Ensure that the questions you ask are clear and unambiguous. This will make it easier for the person filling out the form and reduce the chances of getting inaccurate or incomplete responses.
- Use of Appropriate Field Types - Different types of questions require different types of responses. Use the correct HTML5 field type for each question to guide the user and facilitate data entry.
- Optional vs Required Fields - Clearly indicate which fields are mandatory. If there are optional fields, be sure to label them as such so the user can choose to skip them if they want to.
- Error Messages - Make sure to provide clear and informative error messages for fields that haven’t been filled out correctly. This will guide the user on how to fix the issue.
- Grouping of Questions - Group related questions together. This not only makes the form look organized but also makes it easier for the user to understand and fill out.
- Mobile Compatibility - Ensure the form is compatible with mobile devices. A significant number of users may be using mobile devices to fill out the form, so it's crucial that the form is responsive and easy to complete on a smaller screen.
- Privacy Notes - Always include a note or a link to your privacy policy, especially when collecting sensitive information like health details. This ensures users know how their information will be used and stored.
How to create your Travel insurance questionnaire
Now that you know what questions you should include, it's time to build your form!
The only problem is that traditional forms tools are inefficient.
People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email.
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